http://forums.method.me/cs/search/SearchResults.aspx?o=DateDescending&u=6367Search results by user ID 6367en-USCommunityServer 2007.1 SP2 (Build: 31113.47)http://forums.method.me/cs/forums/p/5780/21887.aspx#21887Thu, 15 May 2014 16:09:25 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:21887tennnic<p><span id="mce_0_start" style="overflow:hidden;"><span id="mce_1_start" style="overflow:hidden;">Thank you for helping me out on this,&nbsp;</span>I must still be missing something, I tried this and I get the words &quot;Account Number&quot; to appear now in the new activity screen, however it does not seem to be pulling the link to the actual account number.<span id="mce_2_start" style="overflow:hidden;"> &nbsp;The only place I can actually see the <span id="mce_4_start" style="overflow:hidden;">actual&nbsp;</span>account number is from the payment and <span id="mce_3_start" style="overflow:hidden;">job&nbsp;</span>info tab under <span id="mce_7_start" style="overflow:hidden;"></span>&nbsp;CRM<span id="mce_5_start" style="overflow:hidden;">_editcustomer<span id="mce_8_start" style="overflow:hidden;">.</span></span></span></span></p>http://forums.method.me/cs/forums/p/5780/21795.aspx#21795Fri, 09 May 2014 16:38:23 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:21795tennnic<p><span id="mce_0_start" style="overflow:hidden;"><span id="mce_7_start" style="overflow:hidden;"><span id="mce_9_start" style="overflow:hidden;"><span id="mce_10_start" style="overflow:hidden;"><span id="mce_11_start" style="overflow:hidden;"><span id="mce_12_start" style="overflow:hidden;"><span id="mce_13_start" style="overflow:hidden;"><span id="mce_15_start" style="overflow:hidden;"><span id="mce_16_start" style="overflow:hidden;"><span id="mce_17_start" style="overflow:hidden;"></span></span></span></span></span></span></span></span>&quot;</span>I hope this is a simple problem, we are new to MethodCRM and we want to do the following:</span></p> <p></p> <p>When creating a new activity and then choosing a contact, we would like to have <span id="mce_2_start" style="overflow:hidden;">customer&#39;s</span>&nbsp;account number appear<span id="mce_14_start" style="overflow:hidden;"></span> <span id="mce_3_start" style="overflow:hidden;"><span id="mce_4_start" style="overflow:hidden;"><span id="mce_5_start" style="overflow:hidden;"></span></span></span>under the&nbsp;<span id="mce_8_start" style="overflow:hidden;">&quot;</span><a id="btn1438311680" class="buttonLinkDynamic">Lead / Customer / Vendor / Employ<span id="mce_19_start" style="overflow:hidden;"><span id="mce_20_start" style="overflow:hidden;"><span id="mce_21_start" style="overflow:hidden;"></span></span></span>ee Details area.<span id="mce_3_end" style="overflow:hidden;"><span id="mce_4_end" style="overflow:hidden;"><span id="mce_5_end" style="overflow:hidden;"><span id="mce_18_start" style="overflow:hidden;"></span></span></span></span></a></p>